Within a workgroup, you can delete selected families/members, create a new workgroup composed of selected families/members, or add selected families/members to an existing workgroup.

In the Workgroups section, select the desired workgroup. A list of the families/members in the chosen workgroup is displayed in the Families/Members in Workgroup section.

Delete

1. Check the box to the left of each family or member that you want to delete.
2. Click to display a list of the families/members you selected
3. Click select everyone in the list.
4. To delete them from the workgroup, click .
5. When prompted to confirm the deletion, click .

Create New Workgroup

1. Check the box to the left of each family or member you wish to add to the new workgroup.
2. Click to display a list of the families/members you selected.
3. To add them to a new workgroup, click .
4. In the Create New Workgroup from Selected Families/Members window, type a name (required) and a description of the new workgroup.
5. Click to create the new workgroup.

Add Families/Members to Existing Workgroup

1. Check the box to the left of each family/member that you wish to add.
2. Click to display a list of the families/members you selected.
3. To add them to a workgroup, click .
4. Select the workgroup from the Workgroup menu.
5. Click to add the new families/members.

Updated January 12, 2026 21:12